March 2nd Pre-Market Morning Report: Hot Topics

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No.1 Pre-market Hot Topics

1. Yesterday’s Hot Topics
   Computing Power: Taijia Co., Yunnan Energy Holdings
   Electric Power: Gannan Energy Co., Huayin Electric Power
   Nonferrous Metals: Zhangyuan Tungsten, Xianglu Tungsten
   AI Programming: Xinjuy Network, Puyuan Information

2. Iran-U.S. Conflict

3. Iran’s Supreme Leader Khamenei was attacked and killed.

4. Hormuz Strait closed.

5. U.S. Space Force joins combat for the first time (satellite monitoring and communication support).

6. First use of Claude AI system in U.S. military operations.
   Oil: Zhongyun Oil, Intercontinental Oil & Gas, Zhongman Petroleum, Shandong Molong, Tongyuan Petroleum
   Oil Transportation: China Merchants South Oil, COSCO Shipping Energy, China Merchants Steamship
   Iran Resources: Jinniu Chemical, Jinrui Mining, Red Star Development
   Precious Metals: Hunan Gold, Hunan Silver, Silver China
   Space Force: China Satellite, China Satcom
   Military AI: Guanshang Technology, Huaru Technology, Kesi Technology, CAS Star Map

7. SpaceX Considering Filing for U.S. IPO as Early as March
   Reportedly, Elon Musk’s space exploration company SpaceX is considering submitting a confidential IPO application in the U.S. as early as March, seeking a valuation over $1.75 trillion.
   SpaceX: West Materials, ReSheng Technology, Tongyu Communications, Xinwei Communications, Tianyin Electromechanical

8. China’s First National Standard System for Humanoid Robots and Embodied Intelligence Released
   The Annual Conference on Standardization of Humanoid Robots and Embodied Intelligence (HEIS) was held in Beijing. Government, enterprise, research, and investment sectors gathered to discuss industry standardization, and the “2026 Edition of the Standard System for Humanoid Robots and Embodied Intelligence” was officially released. This is China’s first top-level standard covering the entire industry chain and lifecycle of humanoid robots, marking a new phase of standardized development. The system includes six parts: Basic Commonality, Brain and Intelligent Computing, Limb and Component Modules, Complete Machines and Systems, Applications, and Safety & Ethics.
   Robotics: Wanxiang Qianchao, Founder Motor, Wuzhou Xinchun, Zhejiang Rongtai

9. Morgan Stanley: Brain-Computer Interface to Be a Focus in March Five-Year Plan
   Elon Musk, Altman, and China are competing in the brain-computer interface (BCI) field, targeting a potential market of $320 billion. Morgan Stanley predicts that China will likely highlight BCI technology in its upcoming five-year plan announced in March.
   The 14th National People’s Congress Fourth Session will be held in Beijing on March 5, 2026, to review the draft of the 15th Five-Year Plan for National Economic and Social Development. (The full 14th Five-Year Plan was approved at the 13th National People’s Congress on March 11, 2021.)
   Brain-Computer Interface: InnoMedical, Sanbo Brain, Aipeng Medical
   Beijing Stock Exchange + BCI: Beiyikang

10. Industry News

11. The First Space Manufacturing and Space Economy Innovation Development Conference was held in Beijing, and the Space Manufacturing Innovation Development Alliance was established.

12. Huawei showcased its latest Atlas 950 SuperPoD and other super-node products and solutions overseas for the first time.

13. OpenAI announced a new $110 billion investment at a valuation of $730 billion.

14. During the 14th Five-Year Plan period, State Grid will commission 15 ultra-high-voltage direct current projects.

No.2 Selected Announcements

1. Daily Announcements
   Zhongying Technology: Plans to acquire at least 51% of UK-based China Electric, likely constituting a major asset restructuring.
   Hua Sheng Chang: Plans to acquire 100% of Galanter for 460 million yuan; Galanter focuses on optical communication modules and optical chip testing.
   Guoci Materials: Plans to acquire 100% of Australian-listed SDI Limited and its subsidiaries for 816 million yuan.
   Rilian Technology: Plans to jointly establish a controlling subsidiary with SSTI to improve semiconductor testing equipment layout.
   Laitte Optoelectronics: Plans to develop a quartz fabric R&D center and manufacturing base.
   Aolai De: Expected net profit of 70-85 million yuan in Q1 2026, up 175.20%-234.17 YoY.
   *ST Rendo: Applied to cancel delisting risk warning on the stock.

2. Trading Suspensions and Resumptions
   ST Huawen: Resumed trading, *ST Huawen.
   Dahua Intelligence: Suspended for one day, ST Dahu.

3. Minefield Alerts
   Jieya Co.: Shareholders plan to reduce holdings by 4.99%.
   Meilian New Material: Shareholders plan to reduce holdings by 4.00%.
   Riying Electronics: Shareholders plan to reduce holdings by 3.00%.
   Jingsheng Co.: Shareholders plan to reduce holdings by 3.00%.
   Jiaze New Energy: Shareholders plan to reduce holdings by 3.00%.
   Fujia Co.: Shareholders plan to reduce holdings by 2.99%.
   Zhenghai Bio: Shareholders plan to reduce holdings by 2.00%.
   Guangzi International: Shareholders plan to reduce holdings by 1.98%.
   Wuhan Tianyuan: Shareholders plan to reduce holdings by 1.93%.
   Jingzhi Da: Shareholders plan to reduce holdings by 1.55%.
   Shenghui Integration: Shareholders plan to reduce holdings by 1.00%.
   Changhai Chemical: Shareholders plan to reduce holdings by 1.00%.
   Fangda Special Steel: Shareholders plan to reduce holdings by 1.00%.
   Lais Information: Shareholders plan to reduce holdings by 1.00%.
   Runhe Software: Shareholders plan to reduce holdings by 0.61%.
   Juguang Technology: Shareholders plan to reduce holdings by 0.55%.
   This week’s unlock market value: Microelectrophysiology 8 billion, Sichuan Gold 6.6 billion, Jinhaitong 4.9 billion.

Wuliangye: Chairman Zeng Qin was detained.
Haitai Development: Under investigation by the CSRC for suspected information disclosure violations.
Shuangliang Energy-saving: Under investigation for suspected misleading disclosures and other violations.
Jierong Technology: Under investigation for suspected information disclosure violations by the CSRC, involving the company, Jierong Group, and actual controller Zhao Xiaoqun.

4. Movement Announcements
   JipuTe: Optical connection business still in early stages.
   Jiangwu Equipment: No arrangements or activities involving mine assets.
   Saince: Currently, ammonium perrhenate products have not been sold externally.
   Tida Environment: Abnormal stock trading fluctuations; net assets may be negative at the end of 2025.
   Fenghuo Communications: Revenue from low-orbit satellite routing and inter-satellite laser communication accounts for less than 1%.
   Yunnan Energy Holdings: If stock prices further rise, the company may apply for trading suspension for investigation.
   Taijia Co.: 2025 data center power supply business accounts for a small proportion and does not involve AI chips.
   Hua Sheng Tiancheng: Mainly cooperates with Huawei based on project construction and operational needs, purchasing Huawei software and hardware products.
   Zhangyuan Tungsten: Tungsten products are widely used in aerospace and other fields; macroeconomic environment will impact market demand and tungsten prices, affecting company performance.
   Zhongwu High-tech: Main risks include potential price surges and subsequent drops of tungsten, and cost pressures in the industry chain with possible transmission barriers.

5. Dynamic Updates

No.3 Global Markets

1. Global Markets
   U.S. major stock indices all declined, with most large tech stocks down.
   Leading Chinese concept stocks fell 1.26%.

2. Popular U.S. and Chinese Concept Stocks

3. Commodities (Night Trading Varieties)